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BambooHR

LIVEHR

Automate employee onboarding documents with BambooHR

Overview

Automatically generate onboarding document packets when new employees are added to BambooHR. Employment agreements, NDAs, tax forms, and policy acknowledgments pre-populated with employee data.

Track signing completion in the BambooHR onboarding checklist. Signed documents attach to the employee record automatically, ensuring complete HR files from day one.

Features

  • Auto-generate onboarding packets from employee data
  • Pre-fill: name, title, department, salary, start date
  • Signing status in BambooHR onboarding checklist
  • Signed docs attached to employee records
  • Template library for common HR documents
  • Works with BambooHR Essentials and Advantage

How to Set Up

  1. 1

    Contact support to enable BambooHR integration

  2. 2

    Generate an API key in BambooHR Settings

  3. 3

    Enter credentials in Settings > Integrations

  4. 4

    Map employee fields to document templates

  5. 5

    Configure which templates trigger on new hires

Get Started

Available on Professional plan and above.

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Need Help?

Our team can help you set up this integration.

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